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Larry Gerard Joseph

Ancora Advisors LLC

Mayfield Heights, OH

CRD 1351442

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Employer firm

Ancora Advisors LLC CRD 124674

$4.61B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • INSURANCE & CREDIT AND CASH MANAGEMENT SOLUTIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Ancora Advisors Llc

6060 Parkland Boulevard Suite 200, Mayfield Heights, OH 44124 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2011-08-04
  • OH RA
    APPROVED
    Since 2011-08-04

Branch Locations

6060 Parkland Boulevard Suite 200, Mayfield Heights, OH 44124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
America Northcoast Securities, Inc Cleveland OH 09/2007 06/2017
Ancora Advisors Llc Cleveland OH 09/2007 Present
Inverness Securities Llc Cleveland OH 01/2016 Present
  • 09/2007 → 06/2017
    America Northcoast Securities, Inc
    Cleveland, OH
  • 09/2007 → Present
    Ancora Advisors Llc
    Cleveland, OH
  • 01/2016 → Present
    Inverness Securities Llc
    Cleveland, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-04-06
  • S63 Uniform Securities Agent State Law Examination
    1988-04-06
Other Names
  • Larry Joseph

View on SEC IAPD

Nearby Firms

SEQUOIA FINANCIAL GROUP, L.L.C.
ANCORA PRIVATE WEALTH ADVISORS, LLC
ANCORA ALTERNATIVES LLC

Nearby Investors

KAREY LYNN EDWARDS
CONNOR STEVEN FIFE
KEVIN HOWARD MYEROFF

Nearby Offices

SEQUOIA FINANCIAL GROUP, L.L.C. · Mayfield Heights, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · Mayfield Heights, OH
ANCORA PRIVATE WEALTH ADVISORS, LLC · CLEVELAND, OH

More in Mayfield Heights, OH

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